Automate Intelligent Capture | Mortgage Processing Automation

Automate Intelligent Capture | Mortgage Processing Automation


Leverage Intelligent Document Processing in Mortgage and Loan Processing

Automate Intelligent Capture is an intelligent document processing solution that accelerates mortgage and loan processing through machine learning capabilities and artificial intelligence (AI). Designed to work with any existing loan origination software (LOS), including Mortgagebot® and Encompass® by Ellie Mae®, Automate Intelligent Capture streamlines manual processes associated with loan and mortgage document processing and eliminates costly steps like document classification, manual data entry, and document analysis by easily capturing structured and unstructured loan and mortgage data.

Enhancing the power of our RPA solution HelpSystems Automate, Automate Intelligent Capture streamlines paperless file processing and maintenance by automatically capturing loan and mortgage documents as they arrive from a scanner, email, or monitored folder. It then classifies and indexes these documents into specific categories for extraction and importation into your LOS or other business intelligence software. If any inaccuracies are detected, the system then automatically sends a notification flagging them for manual interaction. 

Transforming Loan and Mortgage Document Processing  

Automate Intelligent Capture introduces AI and machine learning to loan and mortgage processing, so organizations in financial services can apply intelligence to document processing for use in streamlining once manual tasks. This is possible because Automate Intelligent Capture calls upon unassisted machine learning algorithms that enable automatic self-learning for previously unseen loan and mortgage documents. This means the system automatically learns which document information to capture, getting smarter and more accurate over time, and gives you a competitive edge by providing customers with a higher quality mortgage lending experience. 

Automate Intelligent Capture is transforming loan and mortgage document processing by:

  • Ensuring document identification and indexing consistency
  • Allowing for key data extraction and analytics
  • Dramatically increasing loan volume throughput
  • Providing flexible scalability
  • Reducing internal document processing costs
  • Improving response and turnaround time

Key Features of Automate Intelligent Capture  


Our robust classification and categorization engine leverages artificial intelligence to ensure rapid loan and mortgage document processing, enabling you to avoid manual data entry into your LOS, decreasing errors, and easily managing document volume. Working together, Automate Intelligent Capture and Automate RPA enable organizations to extend automation capabilities and maintain control of critical information with more speed and accuracy.


With Automate Intelligent Capture, you can reduce manual data entry between 60 to 90 percent by automatically extracting relevant loan and mortgage data fields based on document type. Data can be extracted from machine printed forms or even barcodes. Route loan and mortgage documents electronically with our ability to easily output images and data into your LOS. 


Our unique auto-find learns data fields on forms without endless hours of building templates. Plus simple integration with third-party applications provides the ability to easily move extracted data from your loan and mortgage documents to other business applications. 


Management visibility and compliance controls are essential within lending processes. With Automate Intelligent Capture, managers can see what documents are queued for processing, applying strict controls on how loan and mortgage documents are processed to meet ongoing regulatory compliance. 

Other Key Features 

  • Machine learning harnesses both clearly defined structured data and non-formatted unstructured loan and mortgage data 
  • Instantly capture mortgage and loan processing documents from a scanner, email or monitored folder
  • Intelligent self-learning enables fast setup of previously unseen mortgage or loan documents
  • Automatic data extraction and routing sorts loan and mortgage documents based on patterns, appearances, and text 
  • Robust, patented classification engine leverages AI for fast and intelligent document processing 
  • No set-up, templates, or custom coding required
  • Begin processing loan and mortgage documents in hours, not days or weeks
  • 70 percent out-of-the-box automation and 95 percent automation after learning
  • Optical Character Recognition (OCR) support in 27 different languages, localized for Spanish, German and French
  • Maximizes the value of HelpSystems Automate


Server Prerequisites

  • Windows Server 2012 or higher (Express or Licensed Versions)
  • Windows 7 / 8 / 8.1 / 10
  • SQL Server 2008 R2 or higher with TCP/IP communication enabled
  • .Net Framework 4.5
  • 100 GB of storage
  • Quad Core Processor i7 or Xeon
  • 8 GB of RAM

Web User Interface

  • Windows Server 2008 R2 or higher
  • Windows 7 / 8 / 8.1 / 10
  • .Net Framework 4.6
  • .Net Framework 3.5
  • IIS version 7 or higher
  • Quad Core Processor i7 or Xeon
  • 8 GB of RAM


Call us at 800.328.1000 or email [email protected] to set up a personal consultation. We’ll review your current setup and help you see how Automate Intelligent Capture can work alongside our Automate solutions to achieve your loan and mortgage processing automation goals. 

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